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Thursday, January 08, 2009

vttwitter - A Twitter Module for vtiger CRM

I’m happy to announce the release of vttwitter module (version 1.0)

vttwitter module provides basic integration with Twitter. Using this you can send updates (tweets) from vtiger CRM.

Give it a try today and update your feedback )

Project URL: http://forge.vtiger.com/projects/vttwitter

Download the vttwitter-v1.0.zip and install using Module Manager.

It was a fun developing this module using vtlib API. Please look at the documentation for more details.

Merry Christmas and Happy new year!

Update: Renamed vtwitter to vttwitter on http://forge.vtiger.com

Wednesday, January 07, 2009

vtlib 2.1 is now available!

I’m happy to inform you of the release of vtlib 2.1 today. This version adds some key features, and provides several useful APIs to make it easy to build new modules, and customize the functionality of vtiger CRM.

Thanks to the community for their valuable support and feedback on earlier versions.

Following are some of the highlights of the new features bundled in vtlib 2.1

* Language Pack Installation
Language Packs are now treated as a special type of module, which can be installed or upgraded using Module Manager.

* Upgrading Modules
Module Manager provides basic support to upgrade custom modules developed using vtlib

* Custom Actions for Module
You can add custom actions that open web links for your module. These links are displayed on the DetailView. Using this feature, custom actions like Add Event, Export to PDF can be provided easily.

* Tooltip for Module Field
vtlib provides an API to set Tooltip text for the module field which could be useful in educating the users when they are in Create/Edit view.

Please check out the documentation for more details. Kindly share your feedback with us.

vtlib 2.1 Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=480

ZohoMeeting Integration Module for vtiger CRM

With the new capabilities of vtlib 2.1, we developed an integration module for ZohoMeeting.
We used the Custom Actions feature to add ZohoMeeting links for vtiger calendar events.

You can download this extension from here: ZohoMeeting-1.0

Regards,
Prasad
vtiger Team

Wednesday, December 31, 2008

Happy New Year 2009

We wish you all A Happy New Year 2009 )

Happy New Year 2009

vtiger Team

Wednesday, December 24, 2008

vtwitter - A Twitter Module for vtiger CRM

I’m happy to announce the release of vtwitter module (version 1.0)

vtwitter module provides basic integration with Twitter. Using this you can send updates (tweets) from vtiger CRM.

Give it a try today and update your feedback )

Project URL: http://forge.vtiger.com/projects/vtwitter

Download the vtwitter-v1.0.zip and install using Module Manager.

It was a fun developing this module using vtlib API. Please look at the documentation for more details.

Merry Christmas and Happy new year!

Tuesday, December 16, 2008

vtiger CRM 5.1 - Configurable Workflows and VOIP integration (Update 5)

In this update we are pleased to release two major features,

  1. Workflow Module [Workflow Module.pdf].
  2. Asterisk Integration [Asterisk Integration].

Workflow Module

Workflow module allows administrators to trigger actions when certain conditions are met. The following three types of workflow actions are supported,

  • Create ToDo  (Calendar Activity)
  • Send Email
  • Invoke Function

Administrators can create new workflows and modify the default workflows bundled with vtiger CRM. Default workflows include,

  • Inventory update when a Invoice is created (this workflow relies on ‘Invoke Function’ action). Administrators now have a choice to trigger the Inventory Update action, when Invoice is saved.

For more details on the Workflow, please refer to this [document].

Asterisk Integration

vtiger 5.1 will enable easy integration with Asterisk servers. This integration will benefit customers using Asterisk based IPBX platforms by providing the following capabilities in the CRM,

  1. CRM pop-up alert with Contact details when a call comes in.
  2. Click-to-Call function.
  3. Incoming calls and Outgoing calls matched to a Contact will be filed in the Activity history for the Contact.
  4. Call History log shows all Incoming and Outgoing Calls.

Minor enhancements included in this update :

  1. Unique ID generation for all modules (similar to Invoice No) [Unique Module Numbering.pdf].
  2. Record Change Indicator [Record Change Indicator].
  3. Feedback and News link for Administrators.

Note: TCPDF upgraded to version 4.3.005 (We have upgraded tcpdf library but still not able to get support for lot of languages like Chinese, Japanese etc. Would be great if community members help us out in getting support for all languages.).

Other features added in previous updates of 5.1:

Demo Url : http://en.vtiger.com/wip
Customer portal Demo: http://en.vtiger.com/wip/customerportal
Source : http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1

Note: Please do not use this source on Production server.

Wednesday, November 26, 2008

vtlib 2.0 released!

I’m happy to announce the release of vtlib 2.0. Thanks to community members for trying out earlier versions and sharing the feedback.

This release has the following changes:
1. New APIs have been introduced to:
a) Set rules for Custom Views (Filters)
b) Setup related list between your module and other modules.
c) Configure Popup selection via field for UIType 10.
d) Register Eventing for your modules (feature available only on vtiger CRM 5.1)
2. New modules can now have module level Settings that can be configured through module manager.
3. API was redesigned to make it simpler to use.

Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=469

Kindly refer to the documentation for more details which captures the API changes details w.r.t vtlib 1.x

About vtlib:
vtlib is a library to ease new module development for vtiger CRM. vtlib includes APIs to create or modify the backend elements for a module. vtlib includes Module Manager which allows new modules to be packaged into zip files that other vtiger CRM installations can easily install and use.

For vtiger 5.0.4, vtlib is available as a download. This package needs to be installed by developers as well as users who intend to install modules developed using vtlib. In version 5.1, vtlib will be integrated into vtiger CRM download.

Try it out today and share your feedback with us.

Regards,
Prasad

Tuesday, November 18, 2008

vtiger CRM 5.0.4 Security Patch Release

We have released a security patch for 5.0.4 that fixes the following security issues along with some critical bugs reported by the community. More details can be found in the release notes [VtigerCRM 5.0.4 SecurityPatch_ReleaseNotes].

Security Issues:-
1. Local File Disclosure
2. Cross-Site Scripting
3. SQL injection Vulnerbility
4. Arbatory File Upload

Trac Tickets:-
#5235: Patch Apply: Timeout settings need change
#5255: Cannot import more than 500 records
#5307: Campaign Related info getting lost
#5298: File attachment download gets corrupted
#5294: Organization image upload issue
#5231: Webmail qualify issue
#5268: Homepage dashboard link showing incorrect data in list view
#4847: Problem in selecting users/groups/profiles from the roles and groups edit view
#5393: Not able to delete default profiles/roles/users

We thank vtiger community for their support to detect the issues and help us resolve it. Special thank to Mark Piper, Fabian Fingerele, and Different Solutions.

Patch Download:
The 5.0.4 Security patch download is available here: [ VtigerCRM5.0.4_SecurityPatch]

NOTE: You will need to unpack the zip into your vtiger CRM folder. We recommend you to take a backup of your directory first before you unpack the patch.

Regards,
Asha
Vtiger Team

Tuesday, November 18, 2008

Vtiger CRM 5.1.0 - Progress Update 4

Viger CRM wip demo server is updated with the latest 5.1.0 source which is under development. Feel free to try out the demo and give us your feedback.

Following are the key features included:

1. Product Bundles [ProductBundles.pdf]
Products can now be sub-product of other Products.
2. Mass Edit [MassEdit.pdf]
Multiple fields of multiple records can now be edited through ListView (An enhancement over QuickEdit)
3. Mail Scanner [MailScanner.pdf]
You can configure the Email box to be scanned. You can also put the rules on the Email and take action based on it like Create Ticket, Account etc. (Revamp of Email Ticketing)
4. Recurring Invoice [RecurringInvoice.pdf]
SO can now be used as template and the recurring frequency can be set, based on which, Invoice will be created periodically.
5. Faq attachments [FaqAttachments.pdf]
Documents can now be attached to Faq also.
6. Customer portal enhancements [CustomerPortalEnhancements.pdf]
Few Configurations provided for Customerportal through Vtiger CRM.
7. Make all fields sortable in ListView.

Update:

vtiger CRM Web Services Client Library

vtwcslib-v1.1 is now released!
This release includes offline client example written using Javascript web services library and Google Gears.
Downloads available here:
http://forge.vtiger.com/frs/?group_id=181&release_id=468

Other features added in previous updates of 5.1:

* Web Services API [Webservices.pdf]
* Eventing API [Eventing.pdf]
* Import Feature Enhancement [ImportEnhancements.pdf]
* Configure Calendar Events [CustomEvents.pdf]
* Layout Editor [LayoutEditor.pdf]
* Option to Re-arrange the products in Quotes/Invoices/Sales Orders [Inventory.pdf]
* Previous and Next buttons for ease of navigation [Navigation.pdf]
* Recyclebin [ Recyclebin.pdf ]
* Role-based Custom views [ RolebasedCustomFilters.pdf ]
* Documents module [ DocumentsModule.pdf ]
* Popup Reminder for Calendar Events [PopupReminder.pdf]
* Multi Currency Support [multicurrency.pdf]
* Duplicate Records Handling [DuplicatesMerging.pdf]
* User Configurable ID for SO/PO/Quotes [UserConfigurableInventoryIds.pdf]
* Custom fields in Email templates [CustomFieldsInEmailTemplates.pdf]
* Local Backup Feature [LocalBackup.pdf]
* ‘Assign to Group’ option during Convert Lead
* Sending mail to Vendors (Similar to Accounts/Contacts/Users)
* Mailing Quote, SO, PO PDF directly similar to Invoice PDF
* Create Product through Quick Create
* Calendar Events filter based on Users

Demo Url : http://en.vtiger.com/wip
Customer portal Demo: http://en.vtiger.com/wip/customerportal
Source : http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1

Note: Please do not use this source on Production server.

Thursday, October 23, 2008

vtiger CRM Web Services

The latest update of vtiger CRM 5.1 introduced new support for Web Services.

The vtiger CRM Web Services API provides a well-defined API for development of new plugins and integration of third-party applications. This will ease development of applications/plugins around vtiger CRM and simplify integration with external applications as well.

We have provided a web services client library and a complete sample application to help with development of web services client applications.

vtwsclib - Web Services Client Library

vtwsclib (vtiger CRM Web Services Client Library) provides wrapper classes for PHP, Javascript, and Python, to use vtiger CRM web services. Using this library you can write new applications that integrate with vtiger CRM.

Project URL: http://forge.vtiger.com/projects/vtwsclib/
Download URL: http://forge.vtiger.com/frs/?group_id=181&release_id=459

Included is the sample application described below.

vtclient - Sample Web Services Client Application

vtclient is a simple vtiger CRM client suitable for mobile devices and other web devices that require simple HTML user interfaces. It is a
sample web services client application written using the PHP client library provided by vtwsclib.

Check out the demo application vtclient here: http://74.201.117.171/vtiger/demo/vtclient/

Please try the web services client library and let us know your feedback.

Tuesday, October 21, 2008

vtiger CRM 5.1 - Progress Update 3

We have updated the vtiger CRM wip demo site today with latest 5.1 code which is under development.

The following new features have been added in this update.

1. Web Services API [Webservices.pdf]

The Web Services API provides a well-defined API for new plugins and integratiion of third-party applications. Going forward we expect this will ease development of applications/plugins around vtiger CRM and opens the door for integration with external applications as well.

Please see the documentation on Webservice API and Webservices Tutorial for more details.

2. Email Based Ticketing [EmailTicketing.pdf]

This feature lets you create Trouble Tickets from incoming emails of your inbox.

3. Eventing API [Eventing.pdf]

A new event API has been added. We have provided hooks to invoke
custom functions before and after a vtiger CRM module is saved.

4. Import Feature Enhancement [Documentation]

The Import feature has been enhanced. We’d like to thank vtiger CRM community member Elmü for this contribution.

5. Customer Portal Enhancements [Documentation]

Customer portal has been enhanced to support displaying records associated with Account and Contact as well.

6. Configure Calendar Events [CustomEvents.pdf]

Adding your own calendar events other than Call / Meeting is now possible.

Other features added in previous updates of 5.1:

* Layout Editor [Layout Editor.pdf]
* Option to Re-arrange the products in Quotes/Invoices/Sales Orders [Inventory.pdf]
* Previous and Next buttons for ease of navigation [Navigation.pdf]
* Customer portal enhancements [Portal.pdf]
* Recyclebin [ Recyclebin.pdf ]
* Role-based Custom views [ RolebasedCustomFilters.pdf ]
* Documents module [ DocumentsModule.pdf ]
* Popup Reminder for Calendar Events [popupreminder.pdf]
* Multi Currency Support [multicurrency.pdf]
* Duplicate Records Handling [DuplicatesMerging.pdf]
* User Configurable ID for SO/PO/Quotes [UserConfigurableInventoryIds.pdf]
* Custom fields in Email templates [CustomFieldsInEmailTemplates.pdf]
* Local Backup Feature [localbackup.pdf]
* ‘Assign to Group’ option during Convert Lead
* Sending mail to Vendors (Similar to Accounts/Contacts/Users)
* Mailing Quote, SO, PO PDF directly similar to Invoice PDF
* Create Product through Quick Create
* Calendar Events filter based on Users

5.1 dev build & demo:

Important Note: Following is an intermediate development build of vtiger CRM. So, please do not use it in production. We are making it available only for community feedback.
5.1 Demo : http://en.vtiger.com/wip
5.1 Customer portal Demo: http://en.vtiger.com/wip/customerportal
5.1 Source available at: http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1

Check out the demo now and send us your feedback.

Tuesday, October 14, 2008

vtiger CRM used at the University of Brescia

vtiger CRM is used by thousands of companies all over the world as a means for their daily activities, but it can also work as a powerful and complete educational support as well. For the third consecutive year, vtiger was selected, among all CRM softwares, as the most adequate for the course of “Sistemi per il CRM” at the University of Brescia.

Eugenio Brentari, Professor of the course at the Faculty of Economics and Full Professor at the Department of Quantitive Methods, explains: “I am very satisfied with the choice of vtiger as the software package for the pratical classes of the course. vtiger is a great software: complete and easy to use. It is positively one of the best open source CRM softwares on the market.”

Andrea Alberici, researcher at the University of Brescia and President of the vtiger Partner Studio Synthesis, was selected in order to assist Professor Brentari and to help the students through all the secrets of vtiger. A full installation of vtiger CRM 5.0.4 was offered to the students on an online server so that they could access the system, each with their own account, from virtually everywhere and train themselves alongside with theoretical lectures.

This year, the course includes seminars from industry experts on WebAnalytics, ‘Integration between CRM tools and opensource BI software’, and ‘vtiger and evolutionary ERP’s’.

For further Information please see the blog of the course (www.corsodicrm.org) or write to info@studiosynthesis.biz.

Saturday, October 04, 2008

vTiger CRM Mobile for iPhone / iPod Touch

Finally a vtiger CRM Mobile client that is really easy to use. In addition, the vtiger CRM Mobile client provide you daily updated information.

Currently supported modules:

Contacts
Calls
Meetings
Tasks
 RSS

Translations: English, German
In the following updates are further modules as well as translations into other languages planned.

Here you can see more Details and the download Link of the Appstore:
vTiger CRM Mobile for iPhone / iPod Touch

Friday, October 03, 2008

When will 5.1 version be released?

It has been a few weeks since we last posted about the 5.1 progress. Today, we updated our demo site with the latest development build (more details below).  In the last few weeks, we had to slow down on 5.1  because of some customer commitments. On the bright side, that means we have more  enhancements coming into 5.1!

First a Thank you Note:

Today’s update includes some key contributions from our new partner in UK, On Tap Networks. I would like to thank Dan Garner and the team at On Tap for their efforts in ensuring a seamless integration. Features 1-3 below came from OnTap.  I especially like the Layout Editor!

New features:-
1. Layout Editor [Layout Editor.pdf]
2. Option to Re-arrange the products in Quotes/Invoices/Sales Orders [Inventory.pdf]
3. Previous and Next buttons for ease of navigation [Navigation.pdf]
4. Customer portal enhancements [Portal.pdf]

Other features added in previous updates of 5.1:-

* Recyclebin [ Recyclebin.pdf ]
* Role-based Custom views [ RolebasedCustomFilters.pdf ]
* Documents module [ DocumentsModule.pdf ]
* Popup Reminder for Calendar Events [popupreminder.pdf]
* Multi Currency Support [multicurrency.pdf]
* Duplicate Records Handling [DuplicatesMerging.pdf]
* User Configurable ID for SO/PO/Quotes [UserConfigurableInventoryIds.pdf]
* Custom fields in Email templates [CustomFieldsInEmailTemplates.pdf]
* Local Backup Feature [localbackup.pdf]
* ‘Assign to Group’ option during Convert Lead
* Sending mail to Vendors (Similar to Accounts/Contacts/Users)
* Mailing Quote, SO, PO PDF directly similar to Invoice PDF
* Create Product through Quick Create
* Calendar Events filter based on Users

5.1 dev build demo:

Important Note: Following is an intermediate development build of vtiger CRM. So, please do not  use it in production. We are making it available only for community feedback.
5.1 Demo : http://en.vtiger.com/wip
5.1 Customer portal Demo: http://en.vtiger.com/wip/customerportal
5.1 Source available at: http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1/

What’s next?

We still have a few weeks of development work in 5.1 including on Asterisk integration, web services API, mobile client, ..etc. After that, we will freeze the code and continue validation for a couple of months. So, while we are not at a point where we can provide a date for the final release, we are definitely making progress towards that!

Please try out the demo and let us know what you think.

Monday, September 29, 2008

vtlib - 1.4 released!

vtlib-1.4 extends Module Manager features along with several bug fixes.

Thanks for the community support.

Exporting and Importing modules is now possible from Module Manager.

Once the new module is created using vtlib API’s you can export it either through the Module Manager or using Package API’s.
This package (zipfile) can be downloaded and imported on other vtiger CRM.

Check out the documentation for more details and give a shot today )

Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=452

Regards,
Prasad

Tuesday, September 23, 2008

simple PDF configurator available

A PDF configurator is now available for download at the vtiger forge. It includes a new version of the different PDF generator which also has been posted at the forge .

This provides a simple users interface to make changes to the PDF output without programing. It provides the following features:

  • select the language, font type and font size
  • select the content of header and footer
  • decide which content you want to see in the bodies columns

You may give it a try if you need to modify the PDF output for quotes, orders or invoices in order to fit your company needs.

You can test it at our demo and see screenshots at the vtiger forum.

Monday, September 01, 2008

vtlib - 1.3 released!

vtlib 1.3 is now released. This version includes the following:

* API to setup Picklist values after field creation (associate values to available roles)
* Module Manager has been added under Settings to enable / disable access.

Check out now and keep the feedback posted.

More to come soon…!

Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=440

Project URL: http://forge.vtiger.com/projects/vtlib/

Friday, August 29, 2008

vtlib - 1.2 released !

vtlib 1.2 is now available. This version includes the following:

* APIs to allow setting Default Sharing Access.
* Changes incorporated to provide Custom Field support for new modules.

Kindly look at the documentation to learn about setup required for
Custom Field Setting for newly developed modules and Sharing Access API usage.

Check it out today and keep your feedback posted.

Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=437

Project URL: http://forge.vtiger.com/projects/vtlib/

Thursday, August 28, 2008

vtlib - 1.1 released !

vtlib 1.1 is now released. This version includes API to enable and disable actions like (Export, Import) for a module.

To achieve this several hooks were added to the core files of vtiger 5.0.4
Please be careful when testing out this library.

The documentation was updated to capture the information on API usage to build new module
and extend the existing modules.

Check it out today and update us with the feedback.

Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=435

Project URL: http://forge.vtiger.com/projects/vtlib/

Monday, August 18, 2008

vtlib - vtiger Development Library

vtlib provides API’s which enables writing the module for vtiger easier.

Check the version 1.0 today and provide us the feedback.

Download URL: http://forge.vtiger.com/frs/?group_id=174&release_id=432

Project URL: http://forge.vtiger.com/projects/vtlib

Monday, July 28, 2008

Patch fix some security issues in vtiger 5.0.4,which could be used by Cross-Site-Scripting (XSS).

This patch fix some security issues in vtiger 5.0.4,which could be used by Cross-Site-Scripting (XSS).
XSS make possible scripts indirectly to the browser of the victim to send and thus damage code on the side of the client to implement.
Update your vtiger with new fixed files from archive. copy & paste the folders include,modules and themes in your vtiger directory.

Here you can download the patch:
vtiger CRM Security Patch for 5.0.4

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